Institutional Ownership Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK). We have compiled data on the 2,405 institutions that hold shares in the stock, with a total of 499 Million shares, which have been reported (via 13F filing form) to have a value of $58.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
5,350
shares
|
$628,571
0.02% of portfolio
|
Q3 2024
Added 64.62%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
5,343
shares
|
$627,749
0.04% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
5,339
shares
|
$627,279
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
5,332
shares
|
$626,456
0.15% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
5,332
shares
|
$626,456
0.13% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
5,317
shares
|
$624,694
0.0% of portfolio
|
Q4 2024
Added 50.37%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,275
shares
|
$619,759
0.27% of portfolio
|
Q1 2024
Reduced 12.32%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
5,275
shares
|
$619,759
0.04% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Feb 14, 2025 Q4 2024 |
5,273
shares
|
$619,524
0.18% of portfolio
|
Q4 2024
Reduced 63.72%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
5,270
shares
|
$619,172
0.04% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
5,257
shares
|
$617,644
0.01% of portfolio
|
Q4 2024
Reduced 26.02%
|
|
|
Wendell David Associates Inc
|
Jan 17, 2025 Q4 2024 |
5,240
shares
|
$615,647
0.06% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
5,179
shares
|
$608,480
0.05% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
5,164
shares
|
$606,718
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
5,156
shares
|
$605,778
0.04% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
5,155
shares
|
$605,660
0.25% of portfolio
|
Q1 2024
Reduced 16.25%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
5,151
shares
|
$605,190
0.03% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
5,144
shares
|
$604,368
0.02% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
5,143
shares
|
$604,251
0.04% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
5,136
shares
|
$603,428
0.21% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
5,110
shares
|
$600,373
0.08% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
5,110
shares
|
$600,373
0.06% of portfolio
|
Q4 2024
Added 62.17%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
5,083
shares
|
$597,201
0.14% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
5,083
shares
|
$597,201
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,076
shares
|
$596,379
0.36% of portfolio
|
Q4 2024
Added 2.79%
|